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Benefits Intelligence/Broker Directory/Florida

Merrill Lynch Life Angency Inc

Jacksonville, FL

Merrill Lynch Life Angency Inc of Jacksonville, FL is the broker of record on 35 Form 5500 Schedule A filings covering 16 employer benefit plans across 14 states, with $262,126 in reported broker commissions (plan year 2022).

Employer clients
16
distinct plan sponsors
Schedule A filings
35
States served
14
Reported commissions
$262,126
plan year 2022

Employer clients

Plan sponsors naming Merrill Lynch Life Angency Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Rd Hr Services, Inc.TX4782019-12-31
New Opportunities Inc.CT4052010-12-31
Chicago Painting, Inc.NV3552018-12-31
13 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.